Memory prices are likely to remain elevated for the next two to three years, driven by continued AI investment and capital spending from hyperscalers, according to Stéphane Houri, Head of Equity Research at ODDO BHF. Houri also argues that AI investment opportunities are expanding far beyond the likes of Nvidia, which is nearly flat year to date, to a broader range of sectors, including power, connectivity and CPUs.
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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